Berman Capital Advisors’s Kansas City Southern KSU Stock Holding History

Berman Capital Advisors’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$129K	Buy	478 +105	+28%	+$29.2K	0.02%	371
2021 Q2	$105K	Buy	373 +120	+47%	+$34.6K	0.02%	374
2021 Q1	$66K	Buy	253 +3	+1%	+$653	0.01%	393
2020 Q4	$51K	Buy	250 +7	+3%	+$1.31K	0.01%	405
2020 Q3	$43K	Buy	243 +3	+1%	+$519	0.01%	385
2020 Q2	$35K	Buy	240 +27	+13%	+$3.8K	0.01%	406
2020 Q1	$25K	Buy	213 +87	+69%	+$13.3K	0.01%	446
2019 Q4	$19K	Sell	126 -150	-54%	-$22K	0.01%	559
2019 Q3	$35K	Buy	276 +35	+15%	+$4.36K	0.01%	369
2019 Q2	$29K	Buy	241 +150	+165%	+$18K	0.01%	419
2019 Q1	$10K	Buy	91 +7	+8%	+$756	﹤0.01%	672
2018 Q4	$8K	Buy	+84	New	+$8.53K	﹤0.01%	577

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's KSU Position: Q3 2021 in Review

Berman Capital Advisors increased its Kansas City Southern (KSU) stake by 28% in Q3 2021, buying an estimated $29.2K and bringing the position to 478 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #371.

Berman Capital Advisors first reported a position in KSU in Q4 2018 and has held it in 12 quarters since. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

Berman Capital Advisors held 478 shares of Kansas City Southern worth $129K as of Q3 2021.
Berman Capital Advisors bought 105 Kansas City Southern shares in Q3 2021, an estimated $29.2K.
Kansas City Southern made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #371 holding.
Berman Capital Advisors first reported a position in Kansas City Southern in Q4 2018 and has held it in 12 quarters since.
733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.